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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Monday 9 November 2026
Taiwanese structural components manufacturer Catcher targets 20% server revenue as AI PC enters production
Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects...
Monday 9 November 2026
Wistron October revenue more than doubles as AI server demand surges
Strong AI server demand drove Wistron’s October 2026 revenue to NT$402.6 billion (US$12.2 billion), up 5.73% month-over-month and 1.18 times year-over-year. Revenue for the first...
Monday 9 November 2026
MediaTek, Qualcomm shift focus to cloud AI as smartphones stall
Qualcomm and MediaTek, the two leading smartphone SoC makers, are turning their attention to cloud AI ASICs as the global smartphone market faces what could be its sharpest decline...
Monday 9 November 2026
Adlink's shift beyond industrial PC hardware unlocks stronger margins, growth
Industrial PC (IPC) manufacturer Adlink reported a 43% year-on-year increase in consolidated revenue for the first nine months of 2026, with its operating margin rising to 11% from...
Monday 9 November 2026
Commentary: China's AI data center catch-up hinges on three US policy scenarios
The US AI data center expansion is entering a critical phase, with electricity supply and local governance emerging as major constraints. Democrat Gina Hinojosa's victory in the 2026...
Monday 9 November 2026
Nvidia board opens independent probe after CEO Jensen Huang admits to affair
According to an official statement, Nvidia's board has opened an independent investigation into reports that founder and CEO Jensen Huang was targeted in a foreign intelligence effort...
Friday 6 November 2026
US lawmakers request briefing with Nvidia's Jensen Huang on dealings with Megaspeed executive
Three US lawmakers asked Nvidia CEO Jensen Huang to attend a closed-door meeting to discuss his interactions with former Megaspeed executive Alice Huang. The request followed recent...
Friday 6 November 2026
Commentary: US governors target AI data centers as Taiwan firms await Nvidia outlook
Following the 2026 US gubernatorial elections, four states that host major AI data centers—Texas, Ohio, Georgia, and Pennsylvania—could impose tighter controls on new projects...
Friday 6 November 2026
Moonshot AI reportedly seeking access to Nvidia GPUs through European neoclouds
Moonshot AI, a leading Chinese model developer, is reportedly seeking remote access to Nvidia chips held in Europe. With sales of advanced US chips to China limited, the move would...
Friday 6 November 2026
Democrats constrain Trump as scarce AI capacity benefits CSPs
Democrats swept the US midterm elections, reshaping the global technology and industrial landscape. Their victories in key gubernatorial races, including in Texas and Georgia, have...
Friday 6 November 2026
Wistron ITS reports record third-quarter profit as AI and semiconductor focus accelerates
Wistron ITS reported record gross profit, operating profit, net income, and earnings per share in the third quarter of 2026, as stronger revenue and improved operating efficiency supported...
Friday 6 November 2026
US election backlash reshapes AI data center expansion strategies
Companies at the forefront of the AI infrastructure buildout in the US are taking different approaches following the results of this week's midterm elections, which saw a nationwide...
Friday 6 November 2026
Democratic Congress set to challenge Trump on energy, AI, and EVs
Democrats have won control of Congress in the US midterm elections, turning the second half of President Donald Trump's term into a lame-duck period. Trump still holds the veto, however,...
Friday 6 November 2026
SK Hynix AI arm buys US$377 million stake in Penguin Solutions from SK Telecom
SK Hynix's US-based artificial intelligence (AI) investment arm, HYAICO Corporation, has acquired a stake in AI infrastructure provider Penguin Solutions from an SK Telecom affiliate...
Friday 6 November 2026
Why US midterm sweep could cost China's AI exports more than it gains
A slower US build-out of AI infrastructure after the Democratic Party's midterm sweep could cost China more economically than it gains strategically, Bloomberg Economics said, because...